An overview of Frequently Asked Questions on the New Suggested Ordering Management Tool.
Suggested Ordering Management FAQs:
How does the Seasonal Parts feature work?
The start and end date found on the Suggested Ordering screen and the part detail record refers to the period in which you wish to carry the part in stock. An Off-season ROP can also be set for parts you want to stock in lower quantities outside of the seasonal period. If the date fields are left blank, the system considers you want to keep the part in stock all year long.
The Suggested Ordering Management tool will start adding the seasonal parts to the Suggested Ordering screen 4 weeks prior to the actual Start date. This is to make sure parts are ordered with enough lead time to provide dealerships with optimal stock at the beginning of the busy seasons.
Similarly, the Suggested Order Management tool will remove the seasonal parts from suggested ordering 2 weeks prior to the end date. This will allow you to bring the season parts stock down to a minimal quantity at the end of the busy season.
What is Service Quantity?
This is the number of items indicated by the dealer that is required to complete a service job.
If you have a part to install on a unit and it always requires 3 (ie: bolts), the Service Quantity will read 3. This is to let you know that you should order 3.
How does Suggested Order (PO) work?
We take the Net Available, Quantity Ordered, Quantity on Special Order and Quantity on Open PO’s to formulate a potential quantity for a part. From there, we compare this number to the part’s reorder point (ROP) to provide you with a quantity that you have on your purchase order.
For Example: If you have Net Available = 3, Quantity Ordered = 2, this gives a potential Quantity Available of 5. If your ROP is 6, then only a quantity of 1 will appear on the PO to give you a total of Quantity Available of 6.
Does Suggested Order Management consider Cross Reference/Superseded Parts?
Superseded and cross reference parts are factored into the Quantity Available and therefore the potential quantity.
Why do I have Non- Stocked parts checked on certain parts?
For our Harley-Davidson Canada customers, the price file import will set the part to Non-Stock based on the price file recommendation. We have since modified the price file logic to only check New parts to non-stock. The price file import will no longer affect modifications you have made to your parts.
For all other vendors, it is important to know that there is an option on the price file import called “check all new parts to non-stock”. This will only check the box on the new parts. All preexisting parts will have to be manually checked in the Suggested Ordering Management or Part Details screens.
How do Exceptional Sales work?
If a part is marked as an exceptional sale on a part or service invoice, only that transaction will be removed from the suggested order calculation.
When a part is marked as an exceptional sale on a part purchase order, this will set the part as suggestion to mark as exceptional sale at sale time. When such part is included into any part or service invoice, it will be by default auto-marked as an exceptional sale. Salesman can still check/uncheck that flag in sales transaction. Again, only the sale transaction that is marked as an exceptional sale will be removed from the suggested order calculation.
How do Exceptional Orders work?
If an open purchase order (non-stocked) is marked as an exceptional order, the quantity ordered for each part will not be calculated on the suggested ordering. This will not mark the parts as exceptional sales.
How does SOM work with Package Quantities?
When you are referencing a packaged part in the Suggested Ordering screen, it is important to know that the sales figures are shown in units. However, the parts will appear on a purchase order as a package quantity.
How can I set my defaults filters on the Suggested Ordering pages?
This can be done by simply by following these steps:
- Access the Suggested Ordering page;
- Choose the filters you wish to have as default;
- Click View on the drop down screens;
- Select “Set as Default Filter”.
Why can’t I see a Suggested ROP once I uncheck the non-stock box?
The suggested reorder point is calculated at the end of each day. Please verify the part the next morning to see the Suggested Reorder Point.